Robert Sofia, Snappy Kraken, and Penny Phillips, Journey Strategic Wealth, examine the importance of marketing within the wealth management industry and what crucial tricks advisors are missing out on.
The founder of Snappy Kraken discusses how technology has changed everything about how prospective clients see advisors, even if they don’t use any digital marketing platforms themselves.
A crash course on making the most of the data.
Industry consultant Tim Welsh and Senior Tech Editor Davis Janowski debate the merits of digital marketing technology in the advisor space.
The agency was criticized on social media over its educational ‘Investomania’ campaign meant to encourage caution.
Content creation strategies for financial advisors.
